WinCap Financial’s Vanguard Long-Term Bond ETF BLV Stock Holding History

WinCap Financial’s Portfolio BLV Stock Details BLV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$13.3M	Buy	193,644 +11,710	+6%	+$803K	7.21%	3
2026 Q1	$12.5M	Buy	181,934 +9,057	+5%	+$632K	8.33%	3
2025 Q4	$12M	Buy	172,877 +2,886	+2%	+$204K	8.25%	2
2025 Q3	$12M	Buy	169,991 +11,970	+8%	+$831K	8.32%	1
2025 Q2	$11M	Buy	158,021 +36,806	+30%	+$2.51M	8.83%	1
2025 Q1	$8.54M	Buy	121,215 +22,573	+23%	+$1.57M	8.1%	1
2024 Q4	$6.75M	Buy	+98,642	New	+$7.04M	6.88%	1

Other funds holding BLV

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

OPAM

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

STAS

Strong Tower Advisory Services Minneapolis, Minnesota $558M AUM 13.89% 1-Year Est. Return

EPP

ETF Portfolio Partners Leawood, Kansas $420M AUM 16.54% 1-Year Est. Return

CAM

Clark Asset Management Stratham, New Hampshire $1.27B AUM 17.17% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

RIM

Ryan Investment Management Basalt, Colorado $221M AUM 23.61% 1-Year Est. Return

PIC

Platt Investment Counsel Lake Mary, Florida $149M AUM 19.81% 1-Year Est. Return

EWA

EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return

WinCap Financial's BLV Position: Q2 2026 in Review

WinCap Financial increased its Vanguard Long-Term Bond ETF (BLV) stake by 6.4% in Q2 2026, buying an estimated $803K and bringing the position to 193,644 shares worth $13.3M. The position accounts for 7.21% of the portfolio, ranked #3.

WinCap Financial first reported a position in BLV in Q4 2024 and has held it in 7 quarters since. 111 funds tracked by Wall St. Rank hold BLV as of Q2 2026.

WinCap Financial held 193,644 shares of Vanguard Long-Term Bond ETF worth $13.3M as of Q2 2026.
WinCap Financial bought 11,710 Vanguard Long-Term Bond ETF shares in Q2 2026, an estimated $803K.
Vanguard Long-Term Bond ETF made up 7.21% of WinCap Financial's portfolio in Q2 2026, its #3 holding.
WinCap Financial first reported a position in Vanguard Long-Term Bond ETF in Q4 2024 and has held it in 7 quarters since.
111 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q2 2026.

Based on WinCap Financial's 13F filing for Q2 2026, filed 9 Jul 2026.